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If you don’t have 100,000 million, or try

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OpenAI He has reviewed his spending projections until 2029: It will burn 115,000 million dollars, 80,000 million more than expected. Why is it important. This astronomical figure reveals two brutal realities about the AI ​​career. The cost of training models and maintaining the infrastructure has exploded beyond any forecast. Openai is raising such a high entry barrier that only technological giants or companies with unlimited access to capital can compete. In perspective. The 115,000 million Openai pale before what they plan to spend their competitors. Only in 2025: Goal will invest 70,000 million. Microsoft will disburse 80,000 million. Amazon will reach 100,000 million. Among the three will add 250,000 million in a single year, more than double what Openai projects to spend on five. Of course they are giants that allocate the income of their main businesses (advertising, cloud, electronic commerce, etc.) to invest in AI. Openai is in another category. The money trail. Openai has gone from projecting an expense of 6,500 million this year to more than 8,000 million. Next year the figure will double up to 17,000 million, 10,000 million more than estimated. By 2027 it will reach 35,000 million annually and in 2028 the 45,000 million. The company is trying to control these exorbitant costs developing their own chips with Broadcom And building own data centers instead of renting capacity in the cloud. Yes, but. Openai faces an existential dilemma. You need to continue raising increasing financing rounds to keep the expense rhythm, with Valuations that already range between 300,000 and 500,000 million dollars. Any stumbling block or adoption could cause a downward round that would be devastating. Meanwhile, Microsoft, Meta and Amazon can burn this money without blinking. They have huge cash flows of their main businesses and unlimited access to capital markets. The threat. He Stargate project Openai with Oracle and Softbank, valued in up to half a billion dollars, reflects the scale of the bets. But even with these partners, OpenAi depends on external investors while their competitors finance the race with their own benefits. What is happening. The industry has entered a phase where only the financial muscle matters. It is not so much a technological career and economic resistance. OpenAi can have The best model Today, but Microsoft has business distribution, goal has 3,000 million users and Amazon dominates cloud infrastructure. The 115,000 million Openai have set the minimum entrance price to the elite AI club. It is a clear message to the rest of the sector: if you cannot afford to lose 100,000 million dollars, you don’t even bother to try. In Xataka | We have calculated how much money the Big Tech are being spent on data centers. The numbers are dizzy Outstanding image | Xataka

Bad Bunny has decided not to take his tour to the United States. And so it has generated 196 million dollars for Puerto Rico

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Bad Bunny is, in all likelihood, The most important Latin artist in the world. And among its most striking characteristics is not only not having renounced its roots, but to show them: we all know that it is Portarriqueño because its music presumes its origin incessantly. And that is what has made him one of the most notable financial assets in his country, despite his international draft. An example. One of his greatest recent successes, ‘Newyol‘, it’s a Dembow that sample a song of Andy Montañez and the great combo of Puerto Ricoimportant Portive interpreters of salsa. His video clip shows scenes of the daily life of the Puerto Rican diaspora in New York and shows the statue of freedom with a country’s flag. The lyrics speak of the portorriqueña identity and its traditions. It is just another example in a discography full of winks, but very notable since THE MEME IN SOCIAL NETWORKS He ran like gunpowder, precisely, among Porician immigrants in the United States. 30 days in Puerto Rico. Aware of his power of convocation (in Spain we have also suffered it with the Deluste Fraticide fighting to get tickets For his concerts), Bad Bunny began a 30 -day residence in San Juan, capital of Puerto Rico, which will end on the 14th day before renauding his world tour of Japan and Europe. He does so to compensate that he has not entered the continental United States (many see it as a sign of protest for anti-immigration policies in the country, the artist does not comment and has described his passage through the country as “unnecessary”). Consequence: It has carapacted the tourism and cultural life of the archipelago. 200,000 visitors. They are those that are estimated that this concert will attract Puerto Rico, and at a time when he needs it: when the fertile summer season has just finished. In a The Wall Street Journal article On the subject, a series of fans of the artist talk about how concerts to travel to Puerto Rico far beyond the mere night of the event. Someone will spend six days on the island; Another is going to spend seven thousand dollars on the trip; And relevant personalities such as Alexandria Ocasio-Cortez, LeBron James, Kylian Mbappé Peélope Cruz, Javier Bardem and Jon Hamm have been seen by concerts, with what he has of media echo and advertising for the island. Money for the people. The Non -Lucrative Association Discover Puerto Rico encrypted in 196 million dollars that this flow of visitors will generate in the island’s economy, which is a considerable impulse and that Bad Bunny is perfectly conscious. First -line artists know that their performances move a very important amount of money not only around concerts themselves, but to everything that implies the experience of attending it (consumption, restaurants, hotels). What artists move. Last year, for example, There was talk of the Swiftnomicsthe economy generated by Taylor Swift in its concerts and that in 2024 came to the United States figures. Specifically, around 10,000 million dollars. Bad Bunny has decided that comparable amounts emphasize in his country of origin, which, he says what he says, gives a very special meaning to his decision to dodge the land of the United States for the second consecutive year. In Xataka | Will Smith’s last concert has resulted in enormous public success. Public made with ia

Retocate a photo without inventing it. Google has succeeded and has won 10 million users

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Recently Gemini was news for the integration of a new image editor, called Nano Banana. Its great virtue is that it has achieved something that seemed impossible: finally an AI is able to make touch -ups in a photo without changing it completely. The launch has gone well to Google, who has announced that thanks to Nano Banana they have added no less than 10 million users to Gemini. The numbers. We have known it thanks to Central Androidwho echoed the last publication of Josh Woodward in X. The Vice President of Google announced that since the launch of Nano Banana on August 26, more than 200 million images have already been published and the Gemini app has won 10 million users. Woodward jokes that TPUs are burning (it refers to ‘Tensioning Processing Unit’, used in neuronal networks). The milestone The generation of images was at a very high level in which distinguish what is AI and what is not It is almost impossible. However, he was unable to make a small modification in an image without inventing things. And let’s not talk about asking him to put a text. The striking of Nano Banana is that you can add, change or remove something from a photo without changing anything else. For example we can ask to change our clothes or add a person in a photo. Viral. Artificial intelligence is already mainstream; practically everyone knows what a chatbot is and many people use it for all kinds of consultations (even As if it were his psychologist). If there is something that has contributed to the AI ​​reaches the general public, it has undoubtedly been the generation of images and the most viral case we have it with the Ghibli style photos. Although not with such an impact, during the days that Nano Banana has been available, several have been viralized Prompts like the one Turn any person or pet into an action figurine. It trembles, Photoshop. As we said, the image edition was a point that escaped the AI, but Nano Banana is able to remember and apply small modifications. At the moment Nano Banana does not reach the requirements for professional use, but if it continues to evolve it can be A great threat to image editing softwares like Photoshop. In Xataka | Cancel the adobe subscription has been hell for years. USA just denounced him

Brussels fine to Google with 2,950 million. The worst thing is that the EU points to a sale from its advertising business

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Brussels has launched a resounding notice to the technology industry: 2,950 million euros of fine to Google for abusing its position in the digital advertising market, As announced today the European Commission. The investigation points to self -preference practices that reinforced their domain in the Adtech chain and harmed competitors, advertisers and editors. The Community Executive suggests that the solution could go uninverting part of their advertising business. It is a movement that raises pressure on large technological ones and reinforces the regulatory role of the European Union. The case has a long journey in Brussels. The European Commission started in 2021 A file on Google’s power in the digital advertising sector, after detecting indications of dominant position abuse. In 2023 a specifications were issued that the company answered at the end of that year. The research analyzed Google activity in strategic markets such as the DFP advertisements and Google Ads and DV360 programmatic purchase tools, both with presence throughout the European economic space. What Brussels has ordered and what Google is played The core of the decision is in self -preference. The commission argues that, at least since 2014, Google took advantage of its domain on the DFP advertisements and in the Google Ads and DV360 tools for Grant advantages to your own platformA ADX. DFP warned ADX on the value of rival offers, and purchase tools prioritized participating in that same platform. This dynamic would have reduced competition and consolidated Google’s power in the advertising chain. For Brussels, it is a behavior designed to reinforce its position and its ability to collect high rates. Brussels set the sanction of 2,950 million euros based on its 2006 standards for anti -political fines. The calculation took into account “various elements, such as the duration and severity of the infraction, as well as ADX’s business volume in the EEE.” The commission defends that the amount is proportionate to the infraction and necessary to avoid new self -preference practices. The figure makes this file one of the most significant in the field of digital competence in Europe, reinforcing the role of the body as a regulator. The commission has given Google 60 days to present a plan that ends the conflicts of interest detected in the advertising chain. Once received, Brussels will evaluate whether the proposed measures really eliminate these practices. In its decision, the agency has already advanced its preliminary position: Only a partial disinvestment of advertising services I would solve the root problem. If Google’s proposal does not meet the criteria, the European regulator may impose structural remedies. Brussels hardens their pulse with technological while in Washington political discourse intensifies. Donald Trump published last month A message in Truth social criticizing laws and digital regulations that, according to him, “are designed to harm or discriminate against US technology companies.” He warned that it will impose tariffs and restrictions on countries that maintain these policies. Although he did not explicitly mention the European Union, its administration has repeatedly shown its discomfort with the measures against companies such as Google, Meta or X. The scope of this sanction goes beyond Google. Brussels seeks to reduce the dependency of editors and advertisers of a single intermediary, which could promote the Competition in digital advertising services. A mandatory divestment would open space for rivals in key segments such as advertisements and programmatic purchase platforms. The sector, accustomed to operating under the control of a few technological giants, could see changes in prices, access to commercial data and conditions. The EU thus reinforces its role as a referee in strategic digital markets. “Today’s decision shows that Google abused its dominant position in advertising technology, harming editors, advertisers and consumers. This behavior is illegal according to the EU antimonopoopoolio standards. Google must now present a serious solution to address their conflicts of interest and, if it does not, we will not hesitate to impose forceful measures,” said the Spanish commissioner Teresa Teresa Ribera, responsible for the competence of the community. Beyond the economic sanction, the decision of Brussels gives legal basis to those affected to claim. European regulations establish that commission resolutions are conclusive evidence that the infraction occurred. The Antitrust Damage Directive, together with a practical guide on the calculation of damages, facilitates that companies and individuals Get compensation. Thus, this case not only seeks to correct the market, but also repair those who suffered the consequences of the practices that reinforced Google’s domain in digital advertising. Just days ago, Google dodged in the United States the scene of selling Chrome. However, Europe has opened a new front: the possibility of forcing him to separate part of his advertising business. The plan that the company present in Brussels will be key to defining the outcome. If it does not convince, the European case could exceed the American process in impact, sitting a precedent that would affect the entire technological sector. Images | Alex doubt In Xataka | Apple’s most lucrative agreement has just improved: Google will pay without being able to prevent Microsoft from doing the same

100 million Tamagotchis in 30 years. The reason for being sold has a name: millennial nostalgia

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They have passed almost three decades since its creationbut the fever has not begun to turn off. With 100 million units soldthe Bandai machine is an artifact for natives of the nineties, yes, but also an object of desire for new collectors, as demonstrated by its last releases. And what demonstrates its current validity: the artifact that you have to take care of as a child with problems of incontinence and insomnia continues to generate amazing stories. Tamagotchi: modest origins. In 1996Aki Maita, a 31 -year -old game designer who worked for Bandai had the idea for Tamagotchi when he saw a television advertisement where a mother prevented her son from taking a turtle to school, which inspired her to create a digital pet that could fit in her pocket and require real care. He developed that concept with the help of Akihiro Yokoi: a virtual creature that should be fed, cared for and attended. Immediate success. With its international launch the following year, Tamagotchi quickly became a phenomenon. Soon began to arrive novelties and improvements for artifact. In 2004, different Tamagotchis communicated (and could get married) by infrared; In 2008 the Color screens; And already in this decade, the screen became Tactile LCD and Wi-Fi was implemented and different possibilities of connectivity. More than thirty different models of Tamagotchi have come to be created throughout their history. The nostalgia of the 90 works. Although the Tamagotchi never left at all, as it shows Tamaghotchi Paradisethat has reached stores this summer and that includes a zoom device to take care of creatures both from a cosmic perspective and from a microscopic, its outbreak of fame main fame took place in the nineties. He Kidult market segment which is making toy lines as never seen before handling two variables that the Tamagotchi cover wisely: on the one hand, they encourage and cover the needs of the nostalgic stimuli of Millennialconvinced that They won’t live such a happy time like that of his childhoods and young years. Port another, significantly, Tamagotchi are acquiring vicaria responsibilities taking care of a creature that demands constant attention. Perfect for a generation that, in many cases, is seen resigned, in many cases, not to have children. Know how to evolve. One of the great secrets of the success of the Tamagotchi has been to adapt to the new times, and we do not speak only of the incorporation of WiFi or touch screens, but of their mechanics, which have been going from a mere care and cleaning of an alien embryo to game mechanics clearly inspired by Pokémon (and we connect like this with Another fetish of nostalgia Millennial). In Tamagotchi Paradise we have fifty creatures that are divided into three environments (sky, earth and water), with three of them hidden at the beginning of the game, in curious parallelism with the legendary pokémon and other oddities. The possibility of making Tamagotchi muddle each other open the door to the birth of 50,000 different creatures, with characteristics inherited from their respective parents. Another mechanic that does not drink directly from Pokémon, but that does connect with the ideas of hunting, parenting and care of Nintendo creatures. History. The striking thing about Tamagotchi is that they have generated their own mythology and unique stories, often derived from the particular rupture of a taboo with respect to pets: despite being virtual, these encapsulated digital animals also die. For example, there are Funeral websites of the creatures Deaths, and Forums with hundreds of pages that they remember them and that they remain active. And a tremendous anecdote: in the year 97, A girl buried her Tamagotchi In a wooden coffin in a cemetery for real pets. Soon, the owner of the cemetery began to receive other Tamagotchis in his small coffins and had to convert and adapt the field. Image | Álex Alcolea In Xataka | A great mystery surrounded Tamagotchi 27 years after its launch. Now we have finally resolved

A plant with seven million solar panels

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In one of the most unpopulated and arid regions of China, a landscape for centuries dominated by dust, a huge sand patch is starting to dye green. The cause is not a miraculous climate change or a mass reforestation project, but a solar park as large as the city of Madrid. Seven million solar panels. Located in the province of Qinghai, this megaobra still under construction extends over 610 square kilometers of Tibetan plateau with the aim of housing more than seven million photovoltaic panels. Its generation capacity will be sufficient to supply electricity to five million homes, which makes it the largest solar farm in the world. But beyond energy figures, the most surprising impact is being seen at ground level. Thus it is transforming the landscape. The installation It is having beneficial effects on local ecology. Solar panels, aligned in endless ranks, act as a barrier against the wind that reduces erosion, slows the advance of dust and sand and, more importantly, reduces the evaporation of soil water. Under the protective shadow of panels, vegetation has found an opportunity to prosper. The grass and small bushes are beginning to grow, which has created a greener ecosystem that attracts local fauna. Maintenance is in charge of the sheep. To maintain vegetation under control, the installation has hired sheep in the area. Thousands of sheep come to graze quietly among the panels, an association that a local official described Associated Press as a “win-win”. Although the area of ​​the area It is under public scrutiny For complaints of repression of the Uigur people, local revergeation is a powerful symbol in favor of the energy transition. Not only generates clean energy, but more humid microclimates and vegetation under the rows of panels, turned into meadows for the so -called “photovoltaic sheep.” China’s figures Marean. This project is the spearhead of the monumental China strategy to Lead the energy transition. In 2024, China was responsible for 61% of solar capacity facilities and almost 70% of wind installed on the planet. The figures by 2025 are even more spectacular. Only in the first half of the year, the Asian country added 212 GW of solar energy, more than all the capacity of the United States, as well as 51 GW of wind energy. This acceleration is paying off: China has already reached The objective proposed for 2030 and their carbon emissions have fallen for the first time. Image | Google Maps In Xataka | Minnesota installed solar panels in two huge crops. Five years later, they are a paradise for bees

one million places less for Aena’s rates

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The Irish airline returns to the load announcing a drastic reduction of its operation in Spain for the winter season. The company will eliminate a million places in regional airports and cancel 36 direct routes, in a new escalation of its conflict with AENA for airport rates. The toughest blow. Ryanair will completely close his operations base in Santiago de Compostela, where he maintained two aircraft, and will suspend all flights to Vigo since January 2026 and Tenerife Norte from this winter. Besides, will keep the bases of Valladolid and Jerez closedas he did during this summer. Impact on numbers. The decision supposes The loss of 1.25 million annual seats Only in Galicia, according to the company’s figures. In the Peninsula as a whole, Ryanair It will reduce its capacity in regional airports by 41% (600,000 places less) and in the Canary Islands by 10% (400,000 places less). Santiago’s closure will also imply The loss of more than 100 jobs Between pilots and cabin crew, although the airline has promised to offer transfers to other bases. Other airports in the spotlight. The cuts too They will affect significantly to Zaragoza (-45%capacity), Santander (-38%), Asturias (-16%) and Vitoria (-2%). In total, the company will cancel 36 direct connections with regional and canary destinations, diverting these flights to Italy, Morocco, Croatia and Albania. The official justification. Eddie Wilson, CEO of Ryanair, has attributed These measures to the 6.62% increase in airport rates that AENA will apply from next year. “We cannot justify a continuous investment in airports whose growth is blocked by excessive and uncommunchanting rates,” said Wilson, who encrypted in 200 million dollars the lost investment in Galicia. Aena’s answer. The airport operator He has responded Hardly, accusing Ryanair of practicing “Phariseism, bad education and blackmail.” Maurici Lucena, president of Aena, has defended that Spanish rates are “the most competitive of the European environment” and has criticized what he considers “a disturbing plutocratic conception” of the Irish company. Beyond rates. Although officially the conflict focuses on airport rates, the tension between Ryanair and the Spanish government includes other fronts, such as The fine of 109 million euros imposed by consumption by hand luggage policies, currently suspended by the courts. Galicia takes the worst part. In the specific case of Vigo, the cessation of operations will arrive after the end of the tourism promotion agreement of 1.8 million euros signed with the City Council, which has not been renewed. The Xunta de Galicia has already announced that it will request an urgent meeting of the Airport Coordination Committee to demand a change in AENA’s policy towards medium and small airports. Cover image | Wolfgang Weiser In Xataka | The airlines have taken from their passengers the right to carry a suitcase. Europe is at the doors to return it

Anthropic is worth 183,000 million even though he invoices 5,000 million a year. Or it is the business of the century, or it is the madness of the century

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Anthropic has just closed A financing round of 13,000 million dollars that values ​​it in 183,000 million. The figure sounds like madness when we put it in context: the company invoices 5,000 million a year. The figures. Anthropic is valued 36 times. Google, to compare, quotes 6 times. Apple at 8. Microsoft to 14. They are mature companies in front of a startup, but none remotely approaches this multiple. The round F It has been led by ICONIQ Capital, with Fidelity and Lightspeed as co-investors. Heavyweights such as Blackrock, the sovereign background of Qatar and Ontario Teachers’ Pension Plan have participated. What has happened. In just eight months, Anthropic has multiplied its income by five: from 1,000 million to 5,000 million in August (annualized). It is one of the fastest growth in the history of technology. Claude Codeits programmers tool, generates 500 million in annualized revenues. It has multiplied its use in three months since its complete launch in May. The context. The AI ​​career has become a war of valuations disconnected from classical financial reality. OpenAI negotiates an assessment of 500,000 million. XAI of Musk looks for 75,000 million. Investors are betting Billions to these companies will dominate the future. Anthropic serves 300,000 business clients. Its large accounts (those that pay more than $ 100,000 a year) have multiplied by seven in twelve months. Yes, but. Developing elite AI models is very expensive. Anthropic depends on Amazon and Google for his computational infrastructure, and costs him billions annually. The costs are not going down, they are accelerating. Sam Altman, CEO of Openai, has said that his company will need to invest billions of dollars. The generative AI business remains structurally deficient for almost all participants. Nvidia always wins. Between bambalins. Dario Amodei, CEO of Anthropic, has admitted in An internal memo that is not “excited” to accept money from sovereign funds of dictatorial governments. But says It is difficult to direct a business excluding “bad investors.” The company has promised to use 13,000 million to expand capacity, deepen international security and expansion research. It is also developing specific products by industry. The end of a dream. A few months ago We speculated that Apple could buy Anthropic to accelerate your entry into AI. With an assessment of 183,000 million, that option has been buried: it would be 60 times more expensive than Beats, Apple’s greatest acquisition in its history. Not even Tim Cook (who He was open to check) With 150,000 million in cash available, you can justify such a check before your shareholders. The big question. Are we facing the birth of the new technological giants or the greatest bubble from the Puntocom? With assessments that multiply by 36 income, the margin of error is non -existent. Investors are betting on Anthropic and their rivals will not only dominate AI, but the AI ​​will transform the entire global economy. If they are right, 183,000 million will seem cheap. If they are wrong, it will be a historical disaster. Outstanding image | Anthropic, Xataka In Xataka | People are celebrating funerals by the Ia withdrawn for a reason: they are not a “tool” but a support

PCComponentes and its 562 million

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Seven years ago, Alfonso Tomás received journalists With shirt on the outside and mobile with the screen broken. His company had just exceeded 300 million billing. That CEO of Murcian people who spoke without filters about Amazon and automation was clear that the secret was not to compete from you to you with the American giant, but in doing things “in its own way.” Seven years later, the 2024 numbers have proved him right. The figures. PCComponentes has made public the accounts of last year, with 562 million euros in billing and a net profit of 10.4 million, 16.4% more than the previous year. The company maintains 69.4 million in box. Has reduced its bank debt to 14.3 million … … and projects a 15% growth by 2025. The evolution of its annual income shows sustained and stable growth, with the anomaly of 2020-2021, when the income shot. If we ignore those two exercises, the rest of the years form an almost perfect staircase. The context. With global e -commerce slowing down after boom Pandémica and Amazon modulating their expectations in Spain, the Alhama company in Murcia has found its cruise pace. It is not the explosive growth of their first years – when 6 to 80 million during the 2008 crisis went through – but it is sustainable and profitable. The strategy that Tomás outlined in 2018 It has materialized: service differentiation, personalized configurations for Gaming, Optimized own logistics and a bet calculated by automation that has not destroyed employment. The workforce remains stable in 564 workers, with a notable increase in personnel with disabilities. Yes, but. The operational margin has been tension. The supplies have risen to 483 million and the exploitation result has fallen slightly. The company has had to choose between margins and market share, and has opted for the second. It is the same dilemma that all the Retailers Technological in a market where a high-end mobile leaves only 3-4% margin. Between bambalins. The 4.7 million invested in software and technological infrastructure give a track of where the company is going. It is no accident that in that 2018 Tomás interview, he will talk about five to sixty programmers in five years. Technology is not just what they sell, it is how they compete: Algorithms that predict which carrier will work better in each postal code. Systems that minimize preparation times. In customer service. Etc. The divestment of 20 million in immobilized also tells a story: the company is optimizing assets, releasing capital to grow without borrowing anymore. Why is it important. PCcomponents has shown that there is life beyond the Amazon-Mediamarkt duopoly in Spanish electronic commerce. Its model – local but not provincial, technological but not dehumanized – has found a profitable hole in an extremely competitive market. The company represents more than a history of Murcian business success. It is the proof that Spanish electronic commerce can compete without foreign risk capital, without offices in Silicon Valley and without burning millions growing at any price. Turning point. The distribution of 3 million in dividends marks a phase change. It is no longer the startup that reinvested until the last euro. It is a mature company that can be paid to its partners while maintaining an enviable cash position and continues to grow in double digit. The internationalization plans that Tomás mentioned in 2018 – Portugal first, France later – are still in progress but without hurry. The company has learned that growing by growing can be as dangerous as not growing. Those years of 2014-2016, when they had to stop promotions because they did not supply orders, they were taught that sustainable growth is worth more than the holders. The panoramic. In a sector where margins have evaporated and differentiation is almost impossible, PCComponentes has found its formula: sufficient volume to negotiate with suppliers, their own technology to optimize processes, and that mixture of closeness and professionalism that allows them to sell both to Gamers teenagers and companies. In a world where everyone wants to be the “Amazon of something”, PCComponentes has decided to simply be pccomponent. And it is working. Outstanding image | PCComponents In Xataka | Inditex’s digital transformation is already here: it gets more sales with fewer stores

Microsoft prefers its own 7 that a 10 of OpenAi. The 13,000 million invested in Openai have just gosses meaning

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Microsoft has launched Mai-1his first model of the fully developed at home. This In the 13th position of Lmarenabelow those of Anthropic, Depseek, Google and, of course, OpenAi. It is not the best model and is not even close, but that could be exactly what Satya Nadella had in mind. Why is it important. Technological do not need absolute excellence to master markets. They need control, integration and margins. Microsoft has understood it since the time of MS-DOS: it is better to have a sufficiently good product than to depend on the excellence of others. Windows was never the best operating system. Internet Explorer was not the best browser. Excel is the best, but it took years to overcome Lotus 1-2-3. All, in any case, ended up dominating their markets because Microsoft controlled development, distribution and, above all, integration with the rest of their ecosystem. The money trail. The 13,000 million that Microsoft has invested in Openai They begin to seem less one bet and more a university enrollment. Microsoft has paid for: Early access to GPT technology while building its own infrastructure. Time to learn what works in the pressure of being pioneers. Instant credibility of offering “the best model” through COPILOT. A perfect excuse to build large gpus clusters that now uses for Mai-1. Suleyman has made it clear: they have trained Mai-1 with 15,000 gpus H100 (Grok uses 100,000, to compare) and have a new generation GB200 cluster operational. This infrastructure was not built to run OpenAi models. It was built for this. The current situation. Mai-1 does not compete in gross abilities. But it has advantages that Openai can never offer: Microsoft completely controls development. They can optimize it specifically for Windows, Office and Azure without asking anyone permission. They can adjust costs, latency and capabilities according to their exact needs. The voice is important. Mai-Voice-1 generates a minute of audio in less than a second with a single GPU. They do not need to be the best in text processing if they dominate The interface they believe of the future: The voice. Yes, but. A model in the 13th position remains a model in the 13th position. Business users who pay thousands of dollars for co -pilot surely expect the best, not “good enough.” Microsoft knows it and that’s why they are not replacing GPT-5 immediately. Mai-1 is gradually introduced in “specific use cases” while improving. This is its 1.0 version. GPT-5 is the fifth great iteration of OpenAI. They have room to grow. The decisive moment. The true test will come when Microsoft has to choose: renew the agreement with OpenAi or bet on their own models? With Mai-1, Microsoft has shown that it has a viable alternative. It does not need to be better than GPT-4. You just need to be good enough for the 250,000 million annual revenues of Microsoft not depending on Sam Altman’s whims. In a negotiation, the best position is to be able to get up from the table. Microsoft has just bought the chair. In Xataka | China’s self -sufficiency test in chips for AI is already here: it has not bought Nvidia or a single H20 GPU in the last quarter Outstanding image | Microsoft

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